Commercial & Investment Bank - Expense Management Associate

🏢 JP Morgan
📍 Brooklyn, United StatesFull-timeOn-site
📅 Posted: 4w ago🔄 Updated: 4w ago
CV%
✨ AI Summary
The Commercial & Investment Bank - Expense Management Associate supports day-to-day expense activities for aligned business teams, focusing on travel and expense oversight, policy guidance, facilitation execution, and controls. The role acts as a primary point of contact for expense management guidance, approvals, and issue resolution, serving as an exception approver and managing exception workflows. Responsibilities include partnering with offshore facilitators, coaching stakeholders, delivering training, monitoring expense data for trends and controls, and driving continuous improvement through automation and AI. A Bachelor's degree with 3+ years of relevant experience in operations, office management, project coordination/management, or a client-facing role is required, along with strong customer service, judgment, organizational skills, and excellent communication abilities. Proficiency in databases and Excel is also necessary.
Required Skills
Business, Sales & Management
Customer SuccessInfluencer Marketing
Healthcare & Life Sciences
Clinical Judgment
Soft Skills & Professional Competencies
Attention to DetailPrioritizationCommunicationRelationship BuildingSelf-MotivationCollaboration
Information Technology
Database Design
Productivity & Workplace Tools
Excel
Nice to have:
Soft Skills & Professional Competencies
Collaboration
Business, Sales & Management
Process Improvement
Productivity & Workplace Tools
RPA
Information Technology
Generative AI
🎁 Benefits & Perks
competitive total rewards package including base salary, commission-based pay and/or discretionary incentive compensation, comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching.
Requirements
Requires a Bachelor's degree with 3+ years of relevant experience in operations, office management, project coordination/management, or a client-facing role. Must possess strong customer service orientation, sound judgment, excellent organization, attention to detail, and ability to manage multiple priorities. Strong written and verbal communication skills, and demonstrated ability to influence outcomes and work independently and as part of a team are essential. Proficiency with databases and Excel is also required.
Description

Help teams stay focused on clients by making expense processes smoother, faster, and well-controlled. You’ll be the go-to partner for travel and expense guidance, exception approvals, and facilitation—delivering great service while reducing risk.

As an Expense Management Associate in the Americas regional expense management team, you will support day-to-day expense activities for aligned business teams, with an emphasis on travel and expense oversight, policy guidance, facilitation execution, and controls.

Job responsibilities

  • Serve as a primary point of contact for expense management guidance, approvals, and issue resolution for aligned business teams
  • Act as the expense exception approver and manage exception workflows in line with policy and control requirements
  • Partner with offshore facilitators as the onshore liaison to execute the expense facilitation model and deliver key milestones
  • Coach stakeholders and peers to unblock workflows and improve “right first time” outcomes
  • Deliver training and one-on-one support for new hires and ongoing education for administrative and stakeholder teams; attend relevant meetings as the expense subject matter expert
  • Monitor expense data, metrics, and controls to identify trends, outliers, and potential issues (including corporate card delinquency risk)
  • Drive continuous improvement, including automation and AI-enabled enhancements that improve efficiency, quality, and controls
     

Required qualifications, capabilities, and skills

  • Bachelor’s degree with 3+ years of relevant experience (or equivalent experience) in operations, office management, project coordination/management, or a client-facing role supporting senior stakeholders
  • Strong customer service orientation, sound judgment, and ability to handle sensitive matters professionally
  • Excellent organization, attention to detail, and ability to manage multiple priorities under time pressure
  • Strong written and verbal communication skills; ability to build relationships across levels and functions
  • Demonstrated ability to influence outcomes, manage workflow challenges, and deliver on time with a “right first time” mindset
  • Comfort operating independently while also contributing as part of a broader team
  • Strong technology skills, including working with databases and Excel (or equivalent analysis tools) 
     

Preferred qualifications, capabilities, and skills

  • Experience partnering with offshore and/or regional teams
  • Background in travel and expense operations, facilitation models, and/or control-focused operational roles
  • Experience identifying and implementing process improvements
  • Exposure to automation and/or AI-enabled enhancements (including small-scale prototypes)
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🎯 Overalli74%
⚡ Skillsi85%
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Ontology Match: 85.0
Matched:✓ Requirements Matching✓ Ontology Skills Mapping
📜 Eligibilityi49%
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Local: 19600%
🏗️ Career Fiti91%
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Seniority: 91.0
📋 Requirementsi67%
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Domain: 67.0
🔥 Motivationi78%
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Title Fit: 78.00